Free Trial

Flaherty & Crumrine Total Return Fund (FLC) Institutional Ownership

Flaherty & Crumrine Total Return Fund logo
$17.22 -0.03 (-0.17%)
Closing price 03:58 PM Eastern
Extended Trading
$17.22 0.00 (0.00%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Flaherty & Crumrine Total Return Fund (NYSE:FLC)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$22.25M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$2.76M
Get FLC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Flaherty & Crumrine Total Return Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

FLC Institutional Buying and Selling by Quarter

Flaherty & Crumrine Total Return Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Bank of America Corp DE278,475$4.73M0.0%-7.4%0.000%
8/15/2025 AQR Arbitrage LLC75,697$1.29M0.0%-12.8%0.000%
8/14/2025 Raymond James Financial Inc.17,729$301K0.0%-8.2%0.000%
8/13/2025 Baird Financial Group Inc.41,340$703K0.0%+105.6%0.000%
8/13/2025 Invesco Ltd.145,617$2.48M0.0%+2.4%0.000%
8/12/2025 Advisors Asset Management Inc.183,370$3.12M0.1%+81.4%0.000%
8/8/2025 Cetera Investment Advisers11,701$199K0.0%N/A0.000%
8/8/2025 PNC Financial Services Group Inc.10,600$180K0.0%N/A0.000%
8/5/2025 Ceera Investments LLC23,170$394K0.1%N/A0.000%
8/4/2025 Kovack Advisors Inc.21,183$360K0.0%N/A0.000%
8/4/2025 Wolverine Asset Management LLC4,193$71K0.0%+185.4%0.000%
8/1/2025 Envestnet Asset Management Inc.23,728$403K0.0%+5.1%0.000%
7/11/2025 Mallini Complete Financial Planning LLC18,073$307K0.3%+5.2%0.000%
7/8/2025 Strategic Advocates LLC54,688$930K0.3%+9.9%0.000%
5/19/2025Smith Asset Management Co. LLC139,384$2.34M2.2%N/A0.000%
5/16/2025 AQR Arbitrage LLC86,843$1.46M0.0%-15.8%0.000%
5/16/2025 Advisors Asset Management Inc.101,093$1.70M0.0%N/A0.000%
5/15/2025 Royal Bank of Canada13,193$221K0.0%-14.8%0.000%
5/15/2025 Baird Financial Group Inc.20,108$337K0.0%N/A0.000%
5/13/2025 Kovitz Investment Group Partners LLC51,732$868K0.0%-2.3%0.000%
5/13/2025 Sit Investment Associates Inc.536,508$9.00M0.2%-4.1%0.000%
5/13/2025 HighTower Advisors LLC16,817$282K0.0%-13.4%0.000%
5/12/2025 Invesco Ltd.142,231$2.39M0.0%-1.1%0.000%
5/12/2025 Wolverine Asset Management LLC1,469$25K0.0%N/A0.000%
5/9/2025 Pathway Financial Advisers LLC16,954$284K0.1%-22.8%0.000%
5/8/2025 Strategic Advocates LLC49,778$835K0.3%N/A0.000%
4/29/2025 Envestnet Asset Management Inc.22,586$379K0.0%N/A0.000%
4/24/2025 Mallini Complete Financial Planning LLC17,185$288K0.3%-4.9%0.000%
4/24/2025 Matisse Capital76,304$1.28M0.7%-19.9%0.000%
4/15/2025Noble Wealth Management PBC161,245$2.71M1.8%+9.1%0.000%
4/10/2025 Hennion & Walsh Asset Management Inc.33,500$562K0.0%+101.4%0.000%
2/17/2025 Bank of America Corp DE311,606$5.20M0.0%-2.2%0.000%
2/14/2025 AQR Arbitrage LLC103,093$1.72M0.0%-21.1%0.000%
2/14/2025 Kovitz Investment Group Partners LLC52,968$885K0.0%-6.5%0.000%
2/13/2025 NewEdge Advisors LLC10,830$181K0.0%-7.6%0.000%
2/13/2025 Guggenheim Capital LLC32,625$545K0.0%+67.9%0.000%
2/13/2025 Raymond James Financial Inc.19,937$333K0.0%N/A0.000%
2/13/2025 Invesco Ltd.143,839$2.40M0.0%+4.0%0.000%
2/13/2025 Wedbush Securities Inc.10,000$167K0.0%N/A0.000%
2/13/2025 Sit Investment Associates Inc.559,576$9.35M0.2%+123.8%0.000%
A Major Economic Change Is Happening Now (Ad)

Louis Navellier is one of Wall Street’s most respected money managers — overseeing more than $7 billion and earning a reputation for fact-based analysis, not sensationalism. That’s why his latest economic warning is turning so many heads. In his new report, Louis reveals how recent policies are accelerating a massive economic shift. While headlines point to strong numbers, everyday Americans feel the squeeze as prices climb and industries are reshaped. According to Louis, this transformation could determine who falls behind — and who builds lasting wealth.tc pixel

Read Louis Navellier’s urgent report here
2/11/2025 LPL Financial LLC131,427$2.20M0.0%-4.3%0.000%
2/7/2025 HighTower Advisors LLC19,424$324K0.0%-7.7%0.000%
2/7/2025 Independent Advisor Alliance83,202$1.39M0.0%N/A0.000%
2/7/2025 Sowell Financial Services LLC208,369$3.48M0.2%+5.9%0.000%
2/6/2025 Raymond James Financial Inc.19,937$333K0.0%N/A0.000%
2/5/2025Noble Wealth Management PBC147,767$2.47M1.7%N/A0.000%
1/29/2025 MeadowBrook Investment Advisors LLC2,720$45K0.0%+67.9%0.000%
1/28/2025 Seamount Financial Group Inc.20,790$347K0.2%-8.3%0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.16,634$278K0.0%N/A0.000%
11/15/2024 Kovitz Investment Group Partners LLC56,655$980K0.0%N/A0.000%
11/15/2024 HighTower Advisors LLC21,042$363K0.0%+36.0%0.000%
11/7/2024 Pathstone Holdings LLC88,513$1.53M0.0%+153.9%0.000%
10/30/2024 Catalina Capital Group LLC10,277$178K0.1%N/A0.000%
10/25/2024 Pathway Financial Advisers LLC22,447$388K0.0%-16.1%0.000%
10/24/2024 Pathway Financial Advisers LLC22,447$388K0.0%-16.1%0.000%
10/4/2024 MRA Advisory Group10,234$177K0.1%N/A0.000%
8/16/2024 Northwestern Mutual Wealth Management Co.10,636$165K0.0%+11.5%0.000%
8/2/2024 Wolverine Asset Management LLC76,929$1.20M0.0%-26.8%0.000%
7/30/2024 Matisse Capital95,300$1.48M0.7%+23.0%0.000%
5/29/2024 Pathway Financial Advisers LLC26,815$415K0.1%N/A0.000%
5/9/2024 Koshinski Asset Management Inc.12,560$194K0.0%-50.0%0.000%
5/6/2024 ORG Partners LLC2,405$37K0.1%N/A0.000%
5/1/2024 Matisse Capital77,505$1.20M0.6%+87.7%0.000%
2/12/2024Relative Value Partners Group LLC60,839$885K0.1%N/A0.000%
2/8/2024 Matisse Capital41,286$601K0.3%N/A0.000%
2/6/2024 MeadowBrook Investment Advisors LLC2,140$31K0.0%N/A0.000%
2/1/2024 Wolverine Asset Management LLC93,269$1.36M0.0%-1.4%0.000%
1/29/2024 Koshinski Asset Management Inc.25,120$365K0.1%+100.0%0.000%
1/24/2024 Sowell Financial Services LLC199,078$2.90M0.2%-5.7%0.000%
11/14/2023 AQR Arbitrage LLC68,465$937K0.0%+364.3%0.000%
11/14/2023 Saba Capital Management L.P.44,933$615K0.0%N/A0.000%
11/13/2023 Wolverine Asset Management LLC94,613$1.30M0.0%+211.1%0.000%
11/8/2023 HighTower Advisors LLC24,313$319K0.0%+63.7%0.000%
10/16/2023 Capital Investment Advisors LLC11,835$162K0.0%N/A0.000%
8/7/2023 Wolverine Asset Management LLC30,417$437K0.0%+39.1%0.000%
7/31/2023 LPL Financial LLC116,869$1.68M0.0%+10.9%0.000%
7/28/2023 Koshinski Asset Management Inc.12,560$180K0.0%-50.0%0.000%
5/12/2023 Navis Wealth Advisors LLC12,732$187K0.2%-7.8%0.000%
5/10/2023 Cascade Investment Advisors Inc.2,700$40K0.0%N/A0.000%
5/9/2023 Wedbush Securities Inc.14,100$207K0.0%-6.0%0.000%
5/8/2023 Wolverine Asset Management LLC21,865$321K0.0%-41.2%0.000%
5/1/2023 CWM LLC3,293$48K0.0%+39.1%0.000%
4/28/2023 Ameritas Advisory Services LLC6,972$103K0.0%-39.2%0.000%
2/10/2023 Ameritas Advisory Services LLC11,474$181K0.0%+6.3%0.000%
2/9/2023 Sowell Financial Services LLC216,975$3.43M0.2%-6.7%0.000%
2/9/2023 Ceera Investments LLC14,080$222K0.1%-23.5%0.000%
2/7/2023 LPL Financial LLC102,182$1.61M0.0%+3.7%0.000%
2/1/2023 Wolverine Asset Management LLC37,173$587K0.0%N/A0.000%
2/1/2023 CWM LLC2,368$37K0.0%+105.7%0.000%
1/31/2023 Geneos Wealth Management Inc.1,615$26K0.0%-49.4%0.000%
“Sell Nvidia before earnings” (Ad)

Eric Fry just went live with one of his most controversial calls yet: “Sell Nvidia.” While Wall Street has been chasing the AI giant, Eric says its biggest customers are now its biggest competitors — and that could spell trouble ahead. Instead, he’s urging investors to consider a little-known hardware company that’s already starting to take off. In fact, while Nvidia has slipped over the past 30 days, this “off-the-radar” stock is up 18% — and Eric believes the run is just beginning.tc pixel

See Eric’s full analysis and get all 7 free trade ideas here
11/15/2022 Logan Stone Capital LLC13,744$215K0.1%N/A0.000%
11/2/2022 Rockefeller Capital Management L.P.8,507$132K0.0%+87.8%0.000%
10/27/2022 Navis Wealth Advisors LLC13,715$214K0.3%N/A0.000%
8/11/2022Cetera Advisor Networks LLC14,319$257K0.0%-4.1%0.000%
8/4/2022 Steward Partners Investment Advisory LLC26,410$474K0.0%-40.9%0.000%
7/29/2022 Walker Asset Management LLC208,288$3.91M0.3%N/A0.000%
7/25/2022 Walker Asset Management LLC208,288$3.91M0.0%N/A0.000%
7/22/2022 Geneos Wealth Management Inc.22,262$398K0.0%-3.8%0.000%
7/21/2022 Wedbush Securities Inc.15,000$269K0.0%+19.5%0.000%
7/6/2022 Capital Investment Advisors LLC12,920$232K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

FLC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FLC shares?

During the previous two years, 40 institutional investors and hedge funds held shares of Flaherty & Crumrine Total Return Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($9.00M), Bank of America Corp DE ($4.73M), Sowell Financial Services LLC ($3.48M), Advisors Asset Management Inc. ($3.12M), Noble Wealth Management PBC ($2.71M), Invesco Ltd. ($2.48M), and Smith Asset Management Co. LLC ($2.34M).Learn more on Flaherty & Crumrine Total Return Fund's institutional investors.

Which institutional investors have been buying Flaherty & Crumrine Total Return Fund's stock?

Of the 35 institutional investors that purchased Flaherty & Crumrine Total Return Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sit Investment Associates Inc. ($309.59K), Advisors Asset Management Inc. ($183.37K), Noble Wealth Management PBC ($161.25K), Smith Asset Management Co. LLC ($139.38K), Matisse Capital ($95.30K), Independent Advisor Alliance ($83.20K), and Wolverine Asset Management LLC ($68.39K).

How much institutional buying is happening at Flaherty & Crumrine Total Return Fund?

Institutional investors have bought a total of 1,322,843 shares in the last 24 months. This purchase volume represents approximately $22.25M in transactions.

Which of Flaherty & Crumrine Total Return Fund's major shareholders have been selling company stock?

Of the 14 institutional investors that sold Flaherty & Crumrine Total Return Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: AQR Arbitrage LLC ($55.02K), Bank of America Corp DE ($29.09K), Sit Investment Associates Inc. ($23.07K), Matisse Capital ($19.00K), Pathway Financial Advisers LLC ($13.65K), LPL Financial LLC ($5.93K), and Kovitz Investment Group Partners LLC ($4.92K).

How much institutional selling is happening at Flaherty & Crumrine Total Return Fund?

Institutional investors have sold a total of 164,031 shares in the last 24 months. This volume of shares sold represents approximately $2.76M in transactions.



This page (NYSE:FLC) was last updated on 8/26/2025 by MarketBeat.com Staff
From Our Partners